Liberty Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Liberty Wealth Management’s Portfolio XLRE Stock Details XLRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-67	Closed	-$3K	–	1124
2021 Q3	$3K	Buy	67 +1	+2%	+$46	﹤0.01%	1032
2021 Q2	$3K	Buy	66 +1	+2%	+$43	﹤0.01%	883
2021 Q1	$2K	Hold	65	–	–	﹤0.01%	840
2020 Q4	$2K	Buy	65 +1	+2%	+$36	﹤0.01%	837
2020 Q3	$2K	Hold	64	–	–	﹤0.01%	783
2020 Q2	$2K	Hold	64	–	–	﹤0.01%	756
2020 Q1	$2K	Hold	64	–	–	﹤0.01%	754
2019 Q4	$2K	Hold	64	–	–	﹤0.01%	791
2019 Q3	$3K	Hold	64	–	–	﹤0.01%	714
2019 Q2	$2K	Hold	64	–	–	﹤0.01%	782
2019 Q1	$2K	Hold	64	–	–	﹤0.01%	648
2018 Q4	$1K	Buy	+64	New	+$2.07K	﹤0.01%	729

Other funds holding XLRE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Liberty Wealth Management's XLRE Position: Q4 2021 in Review

Liberty Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2021, closing a stake of 67 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in XLRE in Q4 2018 and held it in 12 quarters. The position peaked at $3K in Q3 2021. 648 funds tracked by Wall St. Rank hold XLRE as of Q4 2021.

Liberty Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 67 State Street Real Estate Select Sector SPDR ETF shares in Q4 2021, an estimated $3K.
Liberty Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $3K in Q3 2021.
648 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.